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Thoughts on Freedom and Democracy in the Montessori Environment
by Sharon E. Caldwell & Matthew Henry R. Rich
Principal & Director, Nahoon Montessori School, South Africa

[Note: This brief excerpt is taken from a larger work entitled Democratic Montessori.]

“The question is neither pedagogic nor biological, but it is a social matter because all men form part of society, even babies, and even young people from 10 to 20 years old. The men who make up this society have clear-cut characters. For example, we live in democracies, but for this to be really true, everyone must be democratic or rather, everyone must live in a democratic way, even those who come between the ages of 0 to 20.”


*****

“At this point one has to ask why one section of humanity is allowed to express its free choice for a government that it wants by voting, while the other half cannot show its own will in the same way. How can the soul be forged in such constriction? Children have no choice either in their school or in their teacher, nothing. Education understood like this is no education for the man who wants to grow into something great. There is no provision for such an approach in education today.”

What could be the source of these two quotations – A.S. Neill or John Taylor Gatto? This is a clear call for the involvement of young children in democratic processes, advocating that true education gives children choice to the extent of choosing their teachers. This would seem to indicate a source located in the radical free school or democratic school tradition. These quotes, however, are from the woman we normally picture in somber black Victorian attire – amidst clean, neat, and orderly young children. They come from one of her lesser-known works, at the culmination of her career (Montessori, 1998a). Could it be that Montessori’s philosophies have more in common with the practices now associated with the democratic and free school movements than with the drive for academic performance and “good” behaviour evident in most Montessori schools today? The authors feel that this is precisely the case.

Freedom appears to be a central tenet of both the Montessori and Democratic/Free School movements. An important question therefore begins to emerge: Can politics and education ever be separated from one another? Is Matt Hern (2005) correct in asserting that “the practice of pedagogical freedom is closely tied to the practice of political freedom”? Certainly this is the case in the history of Montessori schools. Dr. Montessori’s own bitter experience was that in the absence of political and epistemological freedom, there was no room for pedagogical freedom. Both in Spain and Italy she discovered that freedom within the school – even when that approach was the “mainstream” upon which the whole country’s schools were based – could have not the tiniest effect on the political structure of the country, not in the short-term at any rate. As long as the socio-political climate remained oppressive the pedagogy was destined to remain oppressive as well (this is an idea that has since been explored extensively by Freire, 1970).

Dr. Montessori possessed a cosmic vision which encompassed the bringing to fruition of a “New World” based on peace and true justice developed through the hidden potentialities of the child (Montessori, 1988, p. 219). This state could only be realized by people who have grown up to value such a situation; more than desiring this new world one would need to fully understand it. In many ways her vision is similar to that of thinkers like Riane Eisler. Eisler, in The Chalice and the Blade (1987), traced two different models of human relationships throughout history. “Dominator” refers to relationships based on ranking, control, exploitation, and pain. It is epitomized by what our society has constructed as typically male attributes (aggression, ambition, assertiveness, and – on the flipside - apathy, sycophancy, and passivity). By “partnership” she means those relationship patterns based on equality, empathy, and pleasure. Partnership patterns are characterized by what are often considered to be feminine attributes (cooperation, peacefulness, generosity, and empathy). She also sees these patterns as applying to both individual and broadly societal situations, be it in the bedroom or the boardroom, be it in our intimate relations or our international relations (Rich, 2007). This understanding of our own situation as well as the goal to which we aspire enables us to approach this new world with courage and with vision. A number of approaches exist for moving towards peace and partnership. Our schools approach has been influenced greatly by the work of Marshall Rosenberg (2003), whose Nonviolent Communication modality leads to a consciousness which is far more conducive to building partnership - we feel - than the inherently retributive discourse of a judicial system.

It is pertinent at this point to briefly explore Dr. Montessori’s view of Democracy. Montessori did not devote a great deal of time to political discourse and often chose to represent herself as apolitical insofar as she did not openly subscribe to any particular political party. However her writings do give some indication of her position as regards political philosophy. Montessori clearly saw the electoral democracy which most of the world uses to this day as entirely insufficient for bringing about social change. She wrote,

It is strikingly impressive that humanity despite its nameless slavery forms a kind of stereotyped chorus crying out that it is free and independent. These miserable and degraded people problem their own sovereignty [sic]. What do these unfortunates look for? They seek, as their greatest good, what they call Democracy, i.e. that the people may give their opinion as to how they are to be ruled – that they may cast their votes in elections. What irony! To choose one’s rulers! But those who rule cannot free anybody from the chains which bind all, which render all activity and initiative futile and render them helpless to save themselves. (Montessori, 1983, p.12ff)

Dr. Montessori possessed a vision of the liberation of man which could not be accomplished simply through enfranchisement and present conceptions of democracy and law. She proposed that we “…consider man alone and strive to raise him up, to strip him of the useless bonds he creates for himself and which push him downwards into the abyss of lunacy.”

A new question now arises: How does Montessori’s grand vision of liberating mankind from the fetters he creates for himself impact upon the practice of freedom in the classroom? We feel Dr. Montessori provided some direction when she wrote that there exists “…a further and fundamental problem, the problem of the freedom of the child. The distinction between Democracy and Totalitarianism has still to be faced. Is the child to be left free to form himself or is he to be formed? The question of the freedom of the child and the freedom of nations demands an urgent solution,” (Montessori, 1998b). Clearly when Dr. Montessori discusses the freedom of the child it is in a context far broader than the freedom to choose from a predetermined collection of objects and activities. The problem is that, while Montessori gave clear indications of how her didactic apparatus was to be used, teachers to be trained, and environments to be prepared, she says very little about how to create the structures which will enable children to play a larger role in the decisions which affect their lives. One can but wonder at how she might have responded to CS Lewis’s Screwtape’s sardonic comments when he says, “Democracy is the word with which you must lead them (i.e. mankind) by the nose. ... Nor of course must they ever be allowed to raise Aristotle’s question: whether ‘democratic behavior’ means the behavior that democracies like or the behavior that will preserve a democracy. For if they did, it could hardly fail to occur to them that these need not be the same,” (1971).

There is very little meaningful reference made to aspects of child-directed school governance in Montessori and related literature. The only contexts where children are seriously in control of the day to day decision making processes in schools, where they have freedom - ranging form partial to absolute - over how they spend their time, curricular content, and issues as diverse as choosing staff and disciplinary procedures are found in a diverse group of organizations which commonly fall under the umbrella term “democratic schools.”

If Montessorians then want to seriously pursue the possibility of fulfilling the vision of Dr. Montessori they need to seriously examine the possibilities of incorporating aspects of democratic schools into Montessori environments. This requires serious thought. It is necessary to examine a number of aspects of both approaches. Firstly, the aims of the different approaches are pertinent. Being clear on why we do something helps us to assess the effect of what we do. Some practices of democratic schools may be applicable within the Montessori context, and add to the success of achieving the aims of Montessori education, while other practices may detract from these aims.

By way of example let us examine the Sudbury Valley School concept
as it is probably the most clearly defined of the alternatives. There are three aspects of this approach which are pertinent to this discussion: Firstly, in the Sudbury model students are completely free to decide how they wish to spend their time; secondly, students always play an active role in the decision-making processes and management of the school; and, thirdly, the school has a legal/judicial system of discipline based on the judicial system of contemporary USA.

While the first of these aspects could be seen to be contiguous with the Montessori approach, differing only in the degree of application, it is the last two which are relevant in determining the extent to which this model could contribute to a Montessori environment. Of course, the extent to which students are free to decide on aspects of school governance (i.e. exercise political freedom) would directly influence the level of academic freedom of choice (i.e. pedagogical freedom).

Dr. Montessori asserted that the child was the “…source of those moral and intellectual values which could bring the whole world on to a higher plane,” and that the educational and political systems of her time (just like those of our time) served “…to prepare artificially men who are abnormal and weak, predisposed to mental illness, constantly needing care not to slip outward to the periphery where, once fallen, they become social outcasts,” (Montessori, 1988, p. 219). On the other hand the Sudbury Valley movement seems to feel that an ideal - or at least a sufficient - approach may be found encapsulated within the American politico-legal understanding. Its founders write:

We have always felt, based on the values of the American experience, that due process of law is an essential element in a school embodying the principles of personal liberty, mutual respect, and political democracy. (The Sudbury Valley School, 2007)
It would appear from the literature available, that the Sudbury Valley School model aims to prepare its students to become adults who are fully functional participants in the electoral democratic system as it exists in contemporary USA. This is certainly a far more useful and noble aim than what the schooling system appears to be working for; it is also a very realistic aim.

Montessori’s vision is certainly very idealistic. We see education also providing for the preparation of the child to move out and play an active role in a far broader environment than the system in which she presently lives. In short, far more than producing productive citizens for the world of today, Montessori education envisages providing the means to function in the world as it could be. This in no way diminishes the need for an adequate understanding of the child’s own context. In 1937 Montessori said in Copenhagen that: “An education capable of saving humanity is no small undertaking; it involves the spiritual development of man, the enhancement of his value as an individual, and the preparation of young people to understand the times in which they live,” (Montessori, 1999).

This implies that the practice of democratic processes may have a
place in a Montessori environment, but goes further to indicate that the child could be given the opportunity to practice various forms of social organization, a freedom beyond prescribed mechanisms and systems. Along these lines in 1931, also addressing a conference in Copenhagen, she said that:

The human personality is shaped by continuous experiences; it is up to us to create for children… a world that will readily permit such formative experiences. The youngster’s personality must come in contact with the world of production after an apprenticeship in experience; man must be guided first and foremost toward an awareness of his responsibilities with regard to human social organization. Thus from early childhood on, human beings must have practical experience of what association is, and only then gradually fathom the secrets of the technical evolution of this society. (Montessori 1999)

This leads our discussion directly to a concept which is pivotal to both Montessori and “democratic” environments – freedom. It is often stated that when Montessori used the word “freedom” she meant “freedom in limits.” This interpretation can then be used to justify any limits the adult may whish to place on the child. While there are undoubtedly references in Montessori’s works to justify the view that she certainly did not support the idea of completely abandoning the child to every whim and impulse, it can nonetheless be argued that her vision of freedom encompasses far more than allowing the child a choice of activity from a pre-selected and carefully controlled curriculum. It is also not a case of managing and conditioning the child until he or she displays an acceptable level of responsible behaviour, and then permitting a limited degree of freedom from overt control. It is clear that Dr. Montessori desired to emancipate the child from the prison that society creates for her. In support of this contention she wrote:

In Roman times, those who were set free from slavery were not called free men but ‘freed slaves.’ Someone who has once been a slave can never really be free in his innermost being. That is what happens to those of us who are full of frustrated ambitions. This is the conscious part of oneself, but there is also a subconscious part which can never be brought back to life. (Montessori 1998a)

The freedom envisaged by Montessori is neither simply a “freedom from” overt control, nor simply “freedom to” make choices. It is a very deep and metaphysical concept of freedom. It is “…not liberation from parents and teachers,” nor “…from the laws of nature or of the state or of society;” rather it is “…the utmost freedom for self-development and self-realization compatible with service to society,” (Montessori 1998b, p. 88). The notion of individual freedom and its essential role in the formation of a functional society suffuse Montessori’s writings. Whilst lecturing in Karachi in 1946 she taught that, “Independence is the last conquest and freedom is the first necessity. So when people are free in this sense they become independent, because independence is a conquest that begins with the individual and then it leads to the organization of society,” (Kripilani 2002, Lecture 32). Despite the breathtaking scope of her vision Dr. Montessori consistently maintained that individual freedom is the basis of all the rest.

*****

Is our reluctance to look at - and learn from - other approaches just another life-alienating prejudice: Can we honestly face the possibility that maybe “Montessori Education “ as it exists today embodies just another one of those prejudices and that our “prepared environments” may be as limiting as the schools which Montessori criticized? Is that what she was warning us about? Alternative educators need to be open to an ecumenical discourse whilst maintaining the integrity to promote their individual ideals. Perhaps considering the similarities of these, at once disparate movements, could guide us towards an approach which fundamentally strengthens the philosophy and practice of both movements.

Eisler, R. (1987) The Chalice and the blade: our history, our future. New York: HarperCollins.

Freire, P. (1970) Pedagogy of the oppressed. New York: Continuum.

Hern, M. (2005) AERO Conference DVD. Troy, New York: AERO.

Kripalani, L. (Ed.) (2002) Maria Montessori: 1946 lectures – Karachi, India . Mammolina Press: Beijing.

Lewis, C.S. (1971) Screwtape proposes a toast. London: Fontana Books.

Montessori, M. (1983) The formation of man. Thiruvanmiyur , India : Kalakshetra Publications.

Montessori, M. (1988) The absorbent mind. Oxford , England : Clio Press.

Montessori, M (1998a) “On the schooling of young people, v – 4: 1951”. The child society and the world: unpublished speeches and writings. Oxford, England: CLIO Press.

Montessori, M. (1998b) What you should know about your child. Oxford , England : Clio Press.

Montessori, M. (1999) Education and peace. Oxford, England: CLIO Press.

Rich, M. (2007) “The mystery of pleasure: thoughts on teaching and learning sex and gender relations in a democratic Montessori elementary environment”. The Journal of Unschooling and Alternative Learning, V.1.1.2. Ontario: Nippisung University.

Rosenberg, M. (2003) Non-violent communication: A language of life. Encinitas, CA: Puddledancer Press.

The Sudbury Valley School. (2007) The Judicial System. Obtainable from <http://www.sudval.org/05_onli_03.html>. Accessed 20 March 2007.

 
       
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